19 Vendor Relationship Management jobs in Canada

Job Description

Salary:

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

• Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
• Manage, maintain, and enhance SIWMs relationships with its clients.
• Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
• Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
• Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
• Responsible for Know Your Client and suitability issues.
• Conduct all activities within a best-in-class culture of compliance and service.
• Seek opportunities to cross-sell or upsell to existing clients.
• Grow the business by identifying new sales and business development opportunities.
• Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
• Provide excellent service to maintain a positive reputation for the business.
• Resolve any client complaints promptly and professionally.
• Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
• Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
• Accomplish department objectives.
• Planning and evaluating department activities.
• Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

• University Degree.
• Completion of the Canadian Securities Course required.
• Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
• Experience with suitability determinations for clients and know-your-product analysis.
• 5 years experience with at least 3 years in a client-facing role.
• The Certified Financial Planner designation or similar credentials would be an asset.
• Ability to build, foster and maintain positive professional relationships.
• Devotion to high-quality customer service.
• A team player with excellent communication skills, computer proficiency and high level of professionalism.
• Be able to meet targets and handle a high-pressure environment.
• Strong relationship management skills.
• Excellent influencing skills.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Description

Company Description

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at

#LI-Hybrid

You Will:

• Develop relationships with key decision makers and operations staff at our clients.
• Manage client relationships and act as escalation point for all client queries
• Own and manage incidents/errors end to end in a timely manner.
• Maintain a high level of client satisfaction and retention.
• Management and oversight of client specific SLA’s and KPI adherence by operations teams.
• Host monthly service calls with clients with our SLA and KPI data.
• Participate in client DDQ’s and oversight of periodic due diligence visits.
• Determine RAG rating for clients. Escalation to internal senior management where appropriate.
• Oversee and review client profitability and ownership of client account strategy to drive future growth.
• Manage client profitability through workforce planning with operations teams and adherence to common operating model.
• Explore cross-sale opportunities where applicable. Actively participate in RFPs or other business development opportunities as required.
• Ownership of commercial conversations with our clients. Initial point of contact for new product launches and services.
• Participate in global projects to improve client related initiatives or projects with the operational teams.

#LI-Hybrid

You Have:

• Third Level Qualification (degree or higher) in a relevant field.
• At least 10 years' experience working in the fund administration or asset management industry with experience managing client relationships. Providing high quality service and understanding client needs. This can include other administrators, investment managers or fund auditors.
• Demonstrate leadership and the ability to effectively manage a team of accounting professionals.
• Excellent business acumen through a strong understanding of the fund administration business and the drivers of profitability and success.
• Exceptional client service and the ability to satisfy the requirements of a complex and demanding client base. The ability to service these clients while maintaining the interests and health of the organization is critical.
• Strong computer skills with strengths in Microsoft Office products.
• In-depth understanding of fund administration industry. This includes various fund structures, fee calculations, financial instruments and fund offering documentation review.
• Demonstrate a high level of problem solving and innovative thinking in order to develop solutions to complex problems.
• Experience with fund administration software such as Geneva, Investran, Yardi and Mantra would be beneficial but not necessary.

What’s in it for you to join MUFG Investor Services?  

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.    

So, why settle for the ordinary? Apply now for a Brilliantly Different career. 

MUFG is an equal opportunity employer.

Closing Date (MM/DD/YYY):
11/02/2025

Worker Type:
Student (Fixed Term)

Language(s) Required:
French

Term Duration (in months):
4

Salary Range: $43,860 - $52,355

Get work experience to build your resume and your career:

Join our Commercial and Small Business team, use your passion for providing extraordinary customer service to support a sales team offering financing to local agribusiness and agri-food operations. You’ll work with the team to build relationships with customers, help create sales opportunities, prepare loan documents and prospect for business growth.

What you'll do
Build and maintain relationships with customers
Partner with Relationship Managers identifying and communicating with high potential customers and prospects
Answer customer inquiries in a thorough and professional manner, creating sales opportunities
Review loan files and ensure accurate completion of documentation
Ensure ongoing, open communication with customers on assigned portfolio
Enter customer details into the lending system

What we're looking for
Team player with strong interpersonal skills who can easily build and maintain relationships
Confident communicator comfortable dealing with solicitors and financial institutions
Passion for building customer relationships and working in partnership with a team
Well-organized problem-solver who can set priorities and adapt quickly to change
Experienced multi-tasker with great customer service skills and strong technical expertise

What you'll need
Enrolment in a program for a degree in business or commerce with a focus in finance, accounting, management, or agriculture

You belong here
At FCC, we’re committed to creating an inclusive, equitable and accessible workplace - one that reflects the communities where we live, work and play. Our team is made stronger through diversity, and we’re dedicated to building a workforce that brings together a range of backgrounds, abilities and perspectives.

We encourage qualified applicants to apply, including members of these four employment equity groups:

• Indigenous Peoples
• Members of visible minority groups
• Persons with disabilities
• Women

Accessibility and accommodations
To support an inclusive and accessible candidate experience, we encourage anyone needing an adjustment or accommodation during any stage of the recruitment process to email us at: . An HR partner will respond and work with applicants who request a reasonable accommodation. Information received in relation to accommodation requests will not impact hiring decisions.

Trophy Foods is Canada's leading supplier of high-quality edible nuts, dried fruit and confectionery products. We pride ourselves on providing the highest quality products, at the best value, through our direct channel of global grower relationships.

Trophy Foods Inc. is Canadian owned and operated with over 50 years of experience in serving our customers. We produce edible nuts, dried fruits, confectionery and bulk foods under our Trophy brand. We also work with grocery retailers, mass merchandisers, drug channel, and food service customers across the country to create and produce a wide variety of private label branded products.

Overview: The Vendor Management Planner (VMP) plays a critical role in strengthening relationships with key customers through effective collaboration on supply chain and replenishment activities. This role ensures customer service targets, inventory levels, and forecast accuracy are consistently met at both the store and distribution center levels.

The VMP partners closely with external customers and internal stakeholders (including Sales, Demand Planning, Supply Chain, and Customer Service) to develop and implement efficient, end-to-end supply chain solutions while proactively reducing customer fines and penalties.

Key responsibilities include, but are not limited to:

• Lead weekly meetings with customers to identify opportunities, address issues, and present recommendations.
• Highlight exceptions in forecasts, flag risks, and provide actionable insights and recommendations.
• Facilitate collaborative meetings between customers, sales, and supply chain teams.
• Communicate regularly with customers and account managers to ensure alignment on inventory and service expectations.
• Proactively recommend strategies and execute agreed to plans with customers to prevent future in stock and inventory issues.
• Identify issues and leverage data systems (e.g. JD Edwards, LVRP, PDP, Precima, Retail Link etc.) to make recommendations that will benefit customers and prevent supply issues.
• Maintain optimal outbound service, in stocks, and inventory levels in accordance with customer expectations.
• Investigate and communicate in stock and availability issues internally and externally to customers.
• Monitor customer forecasts and inventory using CPFR Processes at warehouse level.
• Conduct ad-hoc analysis to support decision-making and understand customer behavior.
• Perform data validation to ensure data accuracy and usability of reporting.
• Continuously review customer data, analyze activity, and identify actionable trends to meet inventory and in-stock targets.
• Investigate demand variations, present findings, and propose corrective actions to sales management team and customers.
• Lead regular customer meetings to present data, challenge assumptions, and recommend solutions.
• Manage incremental promotional activity communication and plan execution in collaboration with sales.
• Analyze impact of planned promotions and implement strategies to account for impact to customer forecast of Promotional Activity.
• Act as primary contact point for event planning as well as base forecasting for the customer Supply Chain contacts.
• Conduct analysis to identify opportunities to improve the collaborative forecasting process.
• Investigate root causes of non-compliance issues in collaboration with Customer Service, Sales and Finance, among other internal teams to review and dispute customer penalties related to fill rate or other accuracy discrepancies.

Experience, Qualifications, and Educational Requirements:

• Bachelor’s degree in business, logistics, finance or related field.
• Minimum 4+ years of analytical, demand planning, and Customer Supply Chain related experience.
• Experience working with major retailers.
• Advanced Excel skills and proficiency with supply chain data systems; ERP or forecasting software experience an asset.
• Superior analytical skills, detail oriented with the ability to work with large data sets to identify trends and anomalies.
• Excellent communication skills (both written & verbal).
• Strong analytical ability, detail orientation, and comfort working with large datasets.
• Excellent communication skills (written and verbal) and confidence in direct customer-facing interactions.
• Proven ability to analyze information, identify trends, and recommend actionable solutions.
• Collaborative approach, with experience working across cross-functional teams.
• Strong problem-solving skills with the ability to work under tight timelines and manage multiple priorities.
• Quick learner with the ability to leverage systems and influence through data-driven insights.

Trophy is an equal opportunity employer that values workforce diversity. Diversity is core to our business: by embedding diversity into all aspects of our culture, we maximize the opportunity to achieve sustainable business success and growth. Trophy Foods Inc. provides equal opportunities in employment, promotions, wages, benefits and all other privileges, terms, and conditions of employment to all qualified persons without regard to race, national or ethnic origin, colour, religion, age, sex, sexual orientation, or any other characteristics protected by the applicable Federal and Provincial laws.

Trophy Foods has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please advise us during the recruitment process so that arrangements can be made for the appropriate accommodations to be in place before you begin your employment.

Trophy Foods is Canada's leading supplier of high-quality edible nuts, dried fruit and confectionery products. We pride ourselves on providing the highest quality products, at the best value, through our direct channel of global grower relationships.

Trophy Foods Inc. is Canadian owned and operated with over 50 years of experience in serving our customers. We produce edible nuts, dried fruits, confectionery and bulk foods under our Trophy brand. We also work with grocery retailers, mass merchandisers, drug channel, and food service customers across the country to create and produce a wide variety of private label branded products.

Overview: The Vendor Management Planner (VMP) plays a critical role in strengthening relationships with key customers through effective collaboration on supply chain and replenishment activities. This role ensures customer service targets, inventory levels, and forecast accuracy are consistently met at both the store and distribution center levels.

The VMP partners closely with external customers and internal stakeholders (including Sales, Demand Planning, Supply Chain, and Customer Service) to develop and implement efficient, end-to-end supply chain solutions while proactively reducing customer fines and penalties.

Key responsibilities include, but are not limited to:

• Lead weekly meetings with customers to identify opportunities, address issues, and present recommendations.
• Highlight exceptions in forecasts, flag risks, and provide actionable insights and recommendations.
• Facilitate collaborative meetings between customers, sales, and supply chain teams.
• Communicate regularly with customers and account managers to ensure alignment on inventory and service expectations.
• Proactively recommend strategies and execute agreed to plans with customers to prevent future in stock and inventory issues.
• Identify issues and leverage data systems (e.g. JD Edwards, LVRP, PDP, Precima, Retail Link etc.) to make recommendations that will benefit customers and prevent supply issues.
• Maintain optimal outbound service, in stocks, and inventory levels in accordance with customer expectations.
• Investigate and communicate in stock and availability issues internally and externally to customers.
• Monitor customer forecasts and inventory using CPFR Processes at warehouse level.
• Conduct ad-hoc analysis to support decision-making and understand customer behavior.
• Perform data validation to ensure data accuracy and usability of reporting.
• Continuously review customer data, analyze activity, and identify actionable trends to meet inventory and in-stock targets.
• Investigate demand variations, present findings, and propose corrective actions to sales management team and customers.
• Lead regular customer meetings to present data, challenge assumptions, and recommend solutions.
• Manage incremental promotional activity communication and plan execution in collaboration with sales.
• Analyze impact of planned promotions and implement strategies to account for impact to customer forecast of Promotional Activity.
• Act as primary contact point for event planning as well as base forecasting for the customer Supply Chain contacts.
• Conduct analysis to identify opportunities to improve the collaborative forecasting process.
• Investigate root causes of non-compliance issues in collaboration with Customer Service, Sales and Finance, among other internal teams to review and dispute customer penalties related to fill rate or other accuracy discrepancies.

Experience, Qualifications, and Educational Requirements:

• Bachelor’s degree in business, logistics, finance or related field.
• Minimum 4+ years of analytical, demand planning, and Customer Supply Chain related experience.
• Experience working with major retailers.
• Advanced Excel skills and proficiency with supply chain data systems; ERP or forecasting software experience an asset.
• Superior analytical skills, detail oriented with the ability to work with large data sets to identify trends and anomalies.
• Excellent communication skills (both written & verbal).
• Strong analytical ability, detail orientation, and comfort working with large datasets.
• Excellent communication skills (written and verbal) and confidence in direct customer-facing interactions.
• Proven ability to analyze information, identify trends, and recommend actionable solutions.
• Collaborative approach, with experience working across cross-functional teams.
• Strong problem-solving skills with the ability to work under tight timelines and manage multiple priorities.
• Quick learner with the ability to leverage systems and influence through data-driven insights.

Trophy is an equal opportunity employer that values workforce diversity. Diversity is core to our business: by embedding diversity into all aspects of our culture, we maximize the opportunity to achieve sustainable business success and growth. Trophy Foods Inc. provides equal opportunities in employment, promotions, wages, benefits and all other privileges, terms, and conditions of employment to all qualified persons without regard to race, national or ethnic origin, colour, religion, age, sex, sexual orientation, or any other characteristics protected by the applicable Federal and Provincial laws.

Trophy Foods has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please advise us during the recruitment process so that arrangements can be made for the appropriate accommodations to be in place before you begin your employment.